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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BONH
326
Bank of New Hampshire
New Hampshire
$338K -$11.4K -450 -3%
CBU
327
CIBC Bancorp USA
Illinois
$337K +$337K +13,360 New
TPI
328
Trust Point Inc
Wisconsin
$335K +$103K +4,074 +44%
VFIC
329
Valley Forge Investment Consultants
Pennsylvania
$334K – – –
CWS
330
Cypress Wealth Services
California
$333K – – –
XF
331
XML Financial
Maryland
$332K -$15.1K -597 -4%
KHC
332
Koesten Hirschmann & Crabtree
Kansas
$332K +$332K +13,139 New
NGA
333
Naples Global Advisors
Florida
$331K -$10.1K -400 -3%
Susquehanna International Group
334
Susquehanna International Group
Pennsylvania
$330K -$5.83M -230,811 -95%
SAG
335
SageView Advisory Group
California
$330K – – –
OMIC
336
Old Mission Investment Co
Michigan
$328K – – –
Koshinski Asset Management
337
Koshinski Asset Management
Illinois
$324K +$24.8K +981 +8%
FF
338
Farnam Financial
Arizona
$316K +$2.55K +101 +0.8%
FAC
339
Financial Advisory Corporation
Michigan
$314K +$8.91K +353 +3%
NL
340
NWAM LLC
Washington
$310K +$2.52K +100 +0.8%
KWM
341
Kingsview Wealth Management
Oregon
$310K +$310K +12,266 New
BSG
342
Black Swift Group
Colorado
$309K +$309K +12,225 New
FJWM
343
Ferguson Johnson Wealth Management
Maryland
$308K – – –
NLWP
344
Next Level Wealth Planning
Idaho
$301K +$55.1K +2,182 +22%
PMG
345
ProVise Management Group
Florida
$298K +$298K +11,820 New
BMM
346
Berkshire Money Management
Massachusetts
$295K +$295K +11,687 New
SVWA
347
Sarver Vrooman Wealth Advisors
Missouri
$293K – – –
GI
348
GAMMA Investing
California
$292K +$175K +6,916 +149%
JAG
349
Journey Advisory Group
Kentucky
$290K – – –
SL
350
Sentinus LLC
Illinois
$288K – – –